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Position history for LONDON CO OF VIRGINIALONDON CO OF VIRGINIA's holdings in AERCAP HOLDINGS NV

Yes. London Co of Virginia holds 2,423,092 shares of AER (Aercap Holdings), worth $353.3M, as of its Q2 2026 13F filing. It reduced the position by 120,976 shares (-4.8%) from Q1 2026. London Co of Virginia has held AER since Q3 2021, across 20 quarterly 13F filings. AER is 2.0% of London Co of Virginia's reported 13F portfolio.

Current Value

$353.3M

Current Shares

2.4M

Total Value Change

+$17.2M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.4M
-4.8%
$353.3M2.0%$145.39
0
2026-Q1
Decreased
2.5M
-7.9%
$349M2.2%$146.08
0
2025-Q4
Decreased
2.8M
-9.2%
$397M2.3%$142.59
0
2025-Q3
Decreased
3M
-4.2%
$368.1M2.0%$120.02
0
2025-Q2
Decreased
3.2M
-7.1%
$371.4M2.1%$115.77
0
2025-Q1
Decreased
3.4M
-3.0%
$349.1M2.0%$100.86
0
2024-Q4
Decreased
3.5M
-0.7%
$337.2M1.8%$94.21
0
2024-Q3
Increased
3.5M
+3.8%
$336M1.8%$93.00
51

Other major holders of AER: BlackRock, Inc., WELLINGTON MANAGEMENT GROUP LLP

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